RIA Intel›Advisers›Connecticut›IRONWOOD CAPITAL ADVISORS III LLC

IRONWOOD CAPITAL ADVISORS III LLC

Advisory

Y·AVON, CT

Data as of Apr 18, 2022 · Source: SEC Form ADV

Total AUM

$869M

1-Year AUM Growth

+51.2%

3-Year CAGR

+5.9%

Employees

18

Assets Under Management

Total AUM$869M

Discretionary AUM$869M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees18

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingMar 20, 2012

Latest FilingApr 18, 2022

🔒 Full AUM trend chart and 16 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IRONWOOD CAPITAL ADVISORS III LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.